Semiconductor News & Analysis Feed
903 articles
2026-06-24
www.tradingview.com
2026-06-24
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Why Micron (MU) Shares Are Getting Obliterated Today
Why Micron (MU) Shares Are Getting Obliterated Today
3 min read
MU
What Happened?
Shares of memory chips maker Micron
MU
fell 13.6% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The headline sounds bearish for AI, but
2026-06-24
www.tradingview.com
2026-06-24
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Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know
Lam Research, Qualcomm, and Western Digital Stocks Trade Down, What You Need To Know
3 min read
LRCX
−9.33%
QCOM
−8.01%
WDC
−8.45%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion r
2026-06-24
investinglive.com
2026-06-24
investingLive
It was a rough day in the stock market as a selloff in South Korea left that market down 9.9% and raised concerns about the ongoing mania in chip stocks, particularly memory names.
Much of the intense panic concentrated on Micron (MU), which cratered more than 13% today. This massive pre-earnings flush comes just 24 hours before they report their fiscal Q3 earnings on Wednesday. Despite a major m
2026-06-24
www.tradingview.com
2026-06-24
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TradingView
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Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1123.28, Implies 7% Downside
Micron Technology, Inc. Stock 12‑Month Price Target Raised to $1123.28, Implies 7% Downside
Less than 1 min read
MU
−13.18%
According to estimates from 40 analysts, Micron Technology, Inc. stock's average price target has risen from $1109.53 to $1123.28, with forecasts ranging from $249
2026-06-24
www.tradingview.com
2026-06-24
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Applied Materials, Inc. Stock 12‑Month Price Target Raised to $549.34, Implies 14% Downside
Applied Materials, Inc. Stock 12‑Month Price Target Raised to $549.34, Implies 14% Downside
Less than 1 min read
AMAT
−8.48%
According to estimates from 32 analysts, Applied Materials, Inc. stock's average price target has risen from $543.72 to $549.34, with forecasts ranging from $425
2026-06-24
www.tradingkey.com
2026-06-24
TradingKey
Texas Instruments Inc (TXN) moved down by 8.53%. The Technology Equipment sector is down by 4.51%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 10.91%; SanDisk Corporation (SNDK) down 12.44%; NVIDIA Corp (NVDA) down 3.09%.
On June 23, 2026, Texas Instruments faced a significant downward correction, primarily driven by a massive,
2026-06-24
www.tradingview.com
2026-06-24
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Rigetti vs. IonQ: Which Quantum Stock Wins After Quantinuum's IPO?
Rigetti vs. IonQ: Which Quantum Stock Wins After Quantinuum's IPO?
4 min read
IONQ
−0.81%
RGTI
−0.47%
QNT
+13.46%
After a volatile start to 2026, quantum computing stocks have staged an impressive comeback. Since April 1, shares of IonQ IONQ have surged 109.9%, while Rigetti Computing RGTI has rallied 58.4%, both si
2026-06-24
www.tradingview.com
2026-06-24
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Marvell Technology, Himax, and IPG Photonics Stocks Trade Down, What You Need To Know
Marvell Technology, Himax, and IPG Photonics Stocks Trade Down, What You Need To Know
3 min read
MRVL
−9.36%
HIMX
−9.52%
IPGP
−8.77%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansio
2026-06-24
www.tradingview.com
2026-06-24
TradingView
News
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Stock Story
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Vishay Intertechnology, Amtech, and FormFactor Shares Are Falling, What You Need To Know
Vishay Intertechnology, Amtech, and FormFactor Shares Are Falling, What You Need To Know
3 min read
VSH
−8.26%
ASYS
−7.72%
FORM
−8.85%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) exp
2026-06-24
www.tradingview.com
2026-06-24
TradingView
News
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Stock Story
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KLA Corporation, onsemi, and Nova Shares Are Falling, What You Need To Know
KLA Corporation, onsemi, and Nova Shares Are Falling, What You Need To Know
4 min read
KLAC
−9.17%
ON
−11.01%
NVMI
−9.47%
SOX
−7.87%
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled
2026-06-24
www.marketscreener.com
2026-06-24
marketscreener.com
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2026-06-23
www.tradingkey.com
2026-06-23
TradingKey
NVIDIA Corp (NVDA) moved down by 3.16%. The Technology Equipment sector is down by 4.75%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 10.34%; SanDisk Corporation (SNDK) down 12.19%; NVIDIA Corp (NVDA) down 3.16%.
Nvidia experienced a notable downward correction and heightened intraday volatility during the session, driven by a com
2026-06-23
www.tradingview.com
2026-06-23
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Synopsys vs. Applied Digital: Which AI Stock Has an Edge Right Now?
Synopsys vs. Applied Digital: Which AI Stock Has an Edge Right Now?
5 min read
SNPS
−0.66%
APLD
+0.15%
Synopsys SNPS and Applied Digital APLD are two of the biggest beneficiaries of surging AI capital expenditure by global investors in the semiconductor industry. All the layers of the semiconductor industry, includ
2026-06-23
www.tradingview.com
2026-06-23
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Are Navitas Investors Missing the Grid Behind the AI Hype?
Are Navitas Investors Missing the Grid Behind the AI Hype?
4 min read
NVTS
−9.70%
Most investors know Navitas Semiconductor NVTS for its artificial intelligence (AI) story. The company has attracted much attention through its partnership with NVIDIA NVDA, its 800V data center power architecture, and its gallium nitride (GaN
2026-06-23
www.tradingkey.com
2026-06-23
TradingKey
Cerebras Systems will report its inaugural quarterly earnings after market close on June 23, Eastern Time. Investors are focused on the company’s transition from IPO storytelling to operational verification amid a sector-wide pivot toward AI inference. Wedbush maintains an "Outperform" rating, citing the WSE-3 chip’s speed advantages and independence from HBM-related supply constraints. Key perfor
2026-06-23
www.manilatimes.net
2026-06-23
The Manila Times
Production-ready 3DI technology supports more compact FEMs for advanced 5G devices
MALTA, N.Y., June 23, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (Nasdaq: GFS) (GF) today announced the production readiness of its SLATE™ wafer-to-wafer bonding technology on its industry-leading 9SW radio-frequency silicon-on-insulator (RF-SOI) platform, delivering advanced 3D integration (3DI) for compact, high-pe
2026-06-23
gf.com
2026-06-23
GlobalFoundries
gf.com
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2026-06-23
www.tradingpedia.com
2026-06-23
TradingPedia
Piper Bullish on Synopsys as Intel Foundry Improves Now
Written by Michael Fisher, | Updated: June 23, 2026
Key Moments
Piper Sandler upgraded Synopsys to Overweight from Neutral and lifted its price target to $550 from $450, citing a stronger outlook for the IP business.
The firm highlighted improved sentiment around Intel’s 18A-P and future 14A nodes, along with potential Apple and Google projec
2026-06-23
www.tradingview.com
2026-06-23
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Micron Stock Sinks as Global Chip Selloff Sparks AI Demand Panic
Micron Stock Sinks as Global Chip Selloff Sparks AI Demand Panic
Less than 1 min read
MU
−13.18%
KOSPI
+3.26%
Micron stock
MU
plunged sharply in premarket trading Tuesday as a broad selloff in South Korea's semiconductor giants spilled over into global memory-chip names.
Micron
MU
dropped about 7% ahead of th
2026-06-23
www.tradingkey.com
2026-06-23
TradingKey
ASML exhibits strong growth potential, driven by strategic partnerships with Tesla and SpaceX’s Terafab project, which may require over 100 EUV lithography machines. With FY2026 revenue projected between €36 billion and €40 billion, ASML is positioned for double-digit year-over-year growth. Supported by robust demand from legacy semiconductor giants and an improving 53% gross margin, the company c